PR W-2 Process

The PR W-2 Process is designed to initialize and create W-2 information for the calendar or tax year. It helps businesses comply with tax regulations by providing a structured way to manage and report employee earnings and tax withholdings.

Before you start

• Ensure all employee accumulation data is up-to-date.
• Previous tax year setups should be reviewed if they exist.

Steps

1. Open thePR W-2 Processform.
2. If previous tax years exist, review the setup copied over from those years.
3. Initialize the header, federal, state, and state box 14 records.
4. Review the employee accumulation data that populates the respective W-2 boxes.
5. Print the W-2 documents or submit the data to your third-party payroll tax processor.

Notes

• Any changes made to employee amounts on this form can be lost if the form is re-initialized.
• It is recommended to correct errors through timecards and detail entries rather than directly on the form.